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Original filing (PDF)20251013110635NAL0001089953001
BOARD OF TRUSTEES TEAMSTERS LOCAL 802 ANNUITY FUND
Form 5500
FILING_RECEIVED
TEAMSTERS LOCAL 802 ANNUITY FUND
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
487
Accounts w/ balance
779
Plan assets (EOY)
$142.6M
Net assets (EOY)
$142.5M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 16 bps in Schedule C fees — 56% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES TEAMSTERS LOCAL 802 ANNUITY FUND.
Plan sponsor
Name
BOARD OF TRUSTEES TEAMSTERS LOCAL 802 ANNUITY FUND
EIN
27-0970217
Address
2070 DEER PARK AVE. 1ST FLOOR · DEER PARK, NY · 117292134
Phone
(516) 378-2011
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2C · Money purchase (other than target benefit)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | AUDITOR | $31K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARY KANE, PLLC | 88-1989795 | — | LEGAL COUNSEL | $18K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KELLIANNE MCINNIS | 27-0970217 | — | EMPLOYEE | $61K | — |
| TAMMY TAMBURELLO | 27-0970217 | — | EMPLOYEE | $56K | — |
| MORGAN STANLEY SMITH BARNEY, LLC | 20-8764829 | — | NONE | $45K | — |
| TARTER KRINSKY & DROGIN LLP | 13-4160916 | — | NONE | $12K | — |
| JOHN HANCOCK RETIREMENT PLAN SRVS | 01-0233346 | — | NONE | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.